US v World
COVID taught me about isolation. I took isolation and turned it into a strategy to succeed.
If you live in abundance, isolation is manageable—you’re sustained by the fruits of your labor. Remember what Jordan Peterson said: “Clean your room.”
Asia operates with a scarcity mindset, which is why they navigate international situations strategically aka ‘tricky’.
How do you deal with a vampire? Stop the blood donation, or else you’re just empowering Dracula.
For China, there was never going to be a good outcome in the US election.
Donald Trump’s victory, at the very least, does provide it with a bit more clarity over what the next few years might hold. His threat of 60% tariffs is looming over Beijing just as President Xi Jinping is busy trying to stabilize the economy.
Everything Kyle Bass is saying is true - in fact he should do that instead of markets ;)
Although, you need to go more extreme.
Why?
Because the United States has only a few real friends.
Don’t believe me?
Look what happened to Drake.